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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,026 | $139,948-29.2% | $121,663-18.6% | $154,746-36.0% |
| Participation rate | 64.7% | 78.0%-13.3pp | 74.5%-9.8pp | 80.7%-16.0pp |
| Annual return | 16.12% | 230.52%-214.4pp | 147.54%-131.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $788 | $3,521-77.6% | $3,020-73.9% | $4,379-82.0% |
| Participant deferral / active EE | $5,302 | $5,629-5.8% | $4,887+8.5% | $6,730-21.2% |
| Admin fee / account holder | $1,705 | $17,321-90.2% | $14,289-88.1% | $14,365-88.1% |